Holly Thompson
-
Q4 volatility spike
Investors are pushing markets higher, betting on a Fed rate cut for a soft US economic landing, Yet, uncertainty looms due to upcoming data, election risks, and central bank moves, keeping the dollar and yields strong.
-
Loonie limps into jobs data
CAD weaker ahead of Canadian jobs report. US yields slump despite inflation uptick. Sterling shrugs off UK GDP rebound.
-
Buckle up for US CPI
Bonds volatile; US inflation in spotlight. Pound should fare better versus euro. Lack of impetus.
-
Political risk and rising yields buoy USD
Dollar steady as uncertainty reaches all-time high. Pound remains subdued despite rising UK yields. Negatives pilling up for the euro.
-
Rising bond yields dampen mood
US yields marching higher. Pound looks for support after hitting 4-week low. Euro trading sub $1.10.
-
Dollar consolidates after blowout jobs report
US exceptionalism back in spotlight. Pound suffers worst week in over two years. Weak European data weighs on euro.